Role-Based Programme
RB1405

AI-Powered Accounts Receivable

Smarter Invoicing, Collections, Reconciliation & Receivables Analysis

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Understand how AI can support Accounts Receivable across invoicing, payment tracking, customer follow-up, reconciliation, dispute handling, and reporting.
  • Apply AI-assisted techniques to analyse receivables data, ageing reports, payment histories, outstanding invoices, and collection activity.
  • Use structured prompting for invoice review, payment matching, overdue-account analysis, customer communication, and management reporting.
  • Explore AI-supported approaches for identifying overdue balances, recurring payment delays, reconciliation exceptions, and collection bottlenecks.
  • Build responsible AI-assisted Accounts Receivable workflows while maintaining financial accuracy, customer-data confidentiality, controls, and human oversight.

Tools covered

Generative AI AssistantsAI Search & ResearchDocument AISpreadsheet & Receivables AnalysisInvoice & Payment Matching SupportAgeing AnalysisCustomer Communication AIReconciliation & Reporting Automation

Who should attend

  • Accounts Receivable Executives
  • Accounts Receivable Analysts
  • AR Accountants
  • Billing Executives
  • Receivables Professionals
  • Collections Executives
  • Credit Control Professionals
  • Order-to-Cash Professionals
  • Finance Executives
  • Finance Operations Professionals
  • Revenue Accounting Professionals
  • Accounts Receivable Managers
  • Finance Managers
  • Accounts Receivable Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of Finance, Accounting, or Accounts Receivable processes
  • Familiarity with invoices, customer accounts, payments, ageing reports, or reconciliations is helpful
  • Basic computer, spreadsheet, and document-handling skills
  • No AI or programming knowledge required
  • No previous AI training required

TOC Modules

Concepts
  • Understanding Generative AI and its relevance to Accounts Receivable
  • Identifying AI applications across invoicing, payment tracking, collections, reconciliation, and reporting
  • Understanding AI assistance versus Finance professional and management judgement
  • Recognising limitations such as incorrect calculations, incomplete customer context, hallucinations, and unsupported conclusions
Practical activities
  • Mapping a typical Accounts Receivable workflow
  • Identifying repetitive and information-intensive AR activities suitable for AI assistance
  • Comparing a traditional AR task with an AI-assisted approach

Scenarios

Invoice to Payment Resolution

Invoice → Due Date Monitoring → AI-Assisted Ageing Review → Customer Follow-Up → Payment Receipt → Matching → Reconciliation → Closure

Participants use AI to manage a sample receivable from invoice monitoring through customer follow-up and payment reconciliation while maintaining financial controls.

AR Portfolio to Collection Improvement Plan

Ageing Data + Payment History + Disputes + Unapplied Cash → AI Analysis → Collection Patterns → Priority Accounts → Process Gaps → Improvement Actions → Management Report

Participants use AI to analyse sample Accounts Receivable information, identify recurring collection and reconciliation issues, and prepare a management-ready AR Improvement Plan.

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